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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

RAYMOND JAMES FINANCIAL, INC. 401(k) Plan

What public Form 5500 filings show about the RAYMOND JAMES FINANCIAL, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$2.9B
Participants
16,088
Plans on file
1

The RAYMOND JAMES FINANCIAL, INC. 401(k) on its latest Form 5500

RAYMOND JAMES FINANCIAL, INC. (EIN 59-1517485) reports RAYMOND JAMES FINANCIAL, INC. 401(K) PLAN on its most recent Form 5500, with $2.9B in plan assets across 16,088 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full RAYMOND JAMES FINANCIAL, INC. filing — schedules, fees, and providers.

Who runs the RAYMOND JAMES FINANCIAL, INC. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your RAYMOND JAMES FINANCIAL, INC. 401(k).

How to check your RAYMOND JAMES FINANCIAL, INC. 401(k)

  • Log in to Principal’s participant portal (the site on your statements).
  • Ask RAYMOND JAMES FINANCIAL, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: RAYMOND JAMES FINANCIAL, INC. — all Form 5500 filings (EIN 59-1517485) · Florida employer EIN lookup · Form 5500 search
RAYMOND JAMES FINANCIAL, INC. 401(k) Plan — Form 5500